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Use a Gift Card for a Recurring Plan
Updated over a month ago

With these steps you can put your clients' gift cards as a payment method for recurring plans.

Things to know:

  • The first payment for a recurring plan must be made with a credit card, and the option to pay with a gift card will be greyed out on the checkout screen. All subsequent payments can be made with a gift card.

Apply the Gift Card

First, sell the client the recurring plan. Once the plan is sold, follow these steps:

  1. Go to the Overview Tab of client's profile and scroll down to Payment Methods

  2. If the gift card is not added to the client's profile, select + Add Gift Card

  3. Add the gift card to the client's account

  4. Scroll up to the Active Plans section and select the three dots on the top right of the plan tile

  5. Choose View Details

  6. Scroll down to the payment schedule and select the edit pencil next to an upcoming payment

  7. Under the Additional Payment Method drop-down, select the gift card

  8. If you'd like to use the gift card towards all future payments until the gift card runs out, check Apply payment method to all future payments. If this is checked, once the gift card is empty the original payment method will be charged

  9. Select Save

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